Instuitional Investor - Trevian Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Trevian Wealth Management Llc |
| Portfolio Value | $128,485 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 144,591 | $63,157 | 49.15% | |
| 2. | IEF | 55,538 | $26,527 | 20.64% | |
| 3. | Northeast Bk Lewiston Me | 157,062 | $8,668 | 6.74% | |
| 4. | Vanguard Index Fds | 23,097 | $3,798 | 2.95% | |
| 5. | Vanguard Index Fds | 15,060 | $3,573 | 2.78% |
